WISDOMTREE FLOATING RATE TRE (USFR) Institutional Ownership Changes & 13F Activity

WISDOMTREE FLOATING RATE TRE (USFR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsBuy6,15710,887$548,076
Q4 2025Sequoia Financial AdvisorsSell-2,4874,730$238,025
Q3 2025Sequoia Financial AdvisorsSell-2,6457,217$362,804
Q2 2025Sequoia Financial AdvisorsSell-6329,862$496,142
Q1 2025Renaissance Technologies LLCBuy441,3002,275,700$114,535,981
Q1 2025Sequoia Financial AdvisorsBuy10,49410,494$528,166
Q4 2024Renaissance Technologies LLCBuy177,1001,834,400$92,307,008
Q3 2024Renaissance Technologies LLCBuy116,7001,657,300$83,229,606
Q4 2023Renaissance Technologies LLCBuy542,7001,540,600$77,400
Q3 2023Renaissance Technologies LLCBuy302,200997,900$50,214
Q1 2023Renaissance Technologies LLCBuy113,700695,700$34,973
Q4 2022Renaissance Technologies LLCBuy129,300582,000$29,257
Q3 2022Renaissance Technologies LLCBuy15,200452,700$22,762
Q2 2022Renaissance Technologies LLCBuy64,800437,500$22,019
Q1 2022Renaissance Technologies LLCBuy372,700372,700$18,739

Frequently asked questions about USFR activity

  • Which institutional owners are buying USFR?

    Institutional owners buying USFR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in USFR activity?

    "Buy" means an investor increased their reported position in USFR compared to the prior reporting period. This reflects growing exposure to WISDOMTREE FLOATING RATE TRE (USFR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in USFR increasing?

    Institutional interest in USFR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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